Tarbox Family Office Inc. Sells 35,066 Shares of iShares Core S&P 500 ETF $IVV

Tarbox Family Office Inc. trimmed its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 10.0% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 315,708 shares of the company’s stock after selling 35,066 shares during the quarter. iShares Core S&P 500 ETF comprises about 34.8% of Tarbox Family Office Inc.’s portfolio, making the stock its biggest position. Tarbox Family Office Inc.’s holdings in iShares Core S&P 500 ETF were worth $216,241,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in IVV. Imprint Wealth LLC acquired a new position in iShares Core S&P 500 ETF during the 3rd quarter worth approximately $39,000. Dorato Capital Management acquired a new position in iShares Core S&P 500 ETF during the 4th quarter worth approximately $55,000. Maryland Capital Advisors Inc. raised its stake in iShares Core S&P 500 ETF by 681.8% during the 4th quarter. Maryland Capital Advisors Inc. now owns 86 shares of the company’s stock worth $59,000 after buying an additional 75 shares during the period. Winnow Wealth LLC acquired a new position in iShares Core S&P 500 ETF during the 3rd quarter worth approximately $61,000. Finally, Texas Capital Bancshares Inc TX acquired a new position in iShares Core S&P 500 ETF during the 3rd quarter worth approximately $68,000. 70.12% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting iShares Core S&P 500 ETF

Here are the key news stories impacting iShares Core S&P 500 ETF this week:

• Positive Sentiment: Tech-led rally and ceasefire talk lifted sentiment, supporting index flows and helping IVV’s large-cap tech exposure. Nasdaq 100 and S&P 500: Tech Stocks Drive US Indices Higher as Ceasefire Talk Boosts Forecast
• Positive Sentiment: S&P 500 forward 4‑quarter estimate jumped, raising the index earnings yield — a fundamental tailwind for a market-cap weighted ETF like IVV. Higher expected earnings can support price/PE expansion. S&P 500 Earnings And A StyleBox Update For March 31, 2026
• Positive Sentiment: An institutional investor (Austin Private Wealth LLC) increased its IVV holdings, an indicator of continued buy-side interest in the ETF. Institutional flows can provide support for large ETFs. Austin Private Wealth LLC Raises Stock Holdings in iShares Core S&P 500 ETF $IVV
• Neutral Sentiment: Casey’s General Stores will join the S&P 500 this week — a routine index reconstitution that causes predictable but short‑lived flows into IVV as it tracks the index. Casey’s General Stores Joining S&P 500 This Week
• Neutral Sentiment: Market sentiment gauges (Fear & Greed index) remain in “Extreme Fear” even as the S&P has gained several sessions — mixed sentiment can produce choppy trading for IVV. S&P 500 Gains For Fourth Session On Ceasefire Hopes: Fear & Greed Index Remains In ‘Extreme Fear’ Zone
• Negative Sentiment: UBS cut its 2026 S&P 500 target citing higher oil prices from the Middle East conflict and slower U.S. growth — analyst downgrades and lower macro targets can weigh on IVV. UBS cuts S&P 500 2026 targets amid rising oil prices
• Negative Sentiment: Mega‑cap concentration is a headwind: reporting shows Microsoft has become a top drag on the S&P — high single‑name weights in IVV increase sensitivity to a few large names. Microsoft Is Now The Biggest Deadweight On S&P 500 — And Exxon Is What Nvidia Used To Be
• Negative Sentiment: Commentary warns the S&P is trading on oil prices rather than earnings; with WTI above $112, higher energy costs and inflation risk could pressure valuations and limit IVV upside. Why The S&P 500 Is Trading On Oil Prices, Not Earnings
• Negative Sentiment: A competitor ETF (QVMT) with a value/low‑volatility tilt is highlighted as potentially outperforming IVV if the Middle East conflict and oil spikes persist — a reminder that IVV’s market‑cap weighting may underperform factor‑tilted funds in this regime. QVMT: Multifactor ETF With High Earnings Yield, Strong Quality Is Worth Shortlisting

iShares Core S&P 500 ETF Stock Performance

IVV stock opened at $662.38 on Wednesday. The stock’s 50 day simple moving average is $677.17 and its 200 day simple moving average is $679.70. iShares Core S&P 500 ETF has a fifty-two week low of $491.49 and a fifty-two week high of $700.97. The company has a market cap of $730.11 billion, a P/E ratio of 25.10 and a beta of 1.00.

About iShares Core S&P 500 ETF

iShares Core S&P 500 ETF (the Fund) is an exchange-traded fund. The Fund seeks investment results that correspond generally to the price and yield performance of the Standard & Poor’s 500 Index (the Index). The Index measures the performance of the large-capitalization sector of the United States equity market. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.